The 5th Annual Private Wealth West Forum is designed to bring together more than 250 attendees including more than 150 leading RIAs, family offices, Private Banks and HNW wealth managers from across the region for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the global economy. As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Gino Perrina Chief Investment Officer Laird Norton Wealth Management
Erik Lehr Director of Research Empirical Wealth Management
Susan Rounds Director, Wealth Management Deutsche Bank Trust Company Americas
Howard Coleman Chief Investment Officer, General Counsel Coldstream Capital Management
Alexey Bulankov Vice President, Portfolio Manager Mechanics Bank Wealth Management
Adam Jordan Director of Investment Research & Management Paul R. Ried Financial Group
Gary Post Managing Partner Andina Family Offices
Teresa Wells Managing Director, Investment Strategy Tiedemann Advisors
Gildas Quinquis Chief Investment Officer Windrose Advisors
Ryan Harvey Principal, Consultant Sellwood Consulting
Jake Timm President Ten Capital Wealth Advisors
Roman Brent Chief Investment Officer Anacapa
Isaac Presley President Cordant Wealth Partners
Richard Cloutier Chief Investment Strategist Washington Trust Bank
Erik Morgan Senior Partner Freestone Capital Management
Joe Hegener Director of Investments Sky Oak Wealth
Michael Meighan Chief Investment Officer DA Davidson Trust
Joel Kress Chief Operating Officer Pomona Investment Fund
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations–maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities, and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
TRENDS & FUTURE OUTLOOK
An update on current market trends and domestic and international economic policy, as well as opportunities for the private client to preserve and grow wealth.
Sustainable, responsible and impact investing is become more important for investors as they develop and structure their allocations. Why are SRI's becoming more popular now? How should SRI's be structured?
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.